Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Pawley's Island Financial Center
Pawleys Island · Full-time · Posted Oct 21, 2026
- Experience
- A minimum of one year of financial services industry or sales experience is a desired qualification.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Trains to become a licensed financial advisor, then helps financial-center clients assess their needs and pursue financial goals with banking and investment solutions.
What you'll do
- Obtain required securities licenses through structured training and study.
- Build client relationships, assess financial needs, and recommend appropriate strategies and solutions.
- Collaborate with banking and investment partners to deliver client advice and connect clients with Bank of America and Merrill services.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building strong peer relationships.
- Self-discipline, a results-driven mindset, and ability to manage multiple tasks in a fast-paced environment.
Nice to have
- SIE (Securities Industry Essentials).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Model-written summary · the original posting is authoritative